Vestwell State Savings Overview
- Year Founded
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2017
- Status
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Acquired/Merged
- Latest Deal Type
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M&A
- Financing Rounds
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1
Vestwell State Savings General Information
Description
Operator of a retail investment platform focused on helping individuals, investment advisors and plan sponsors in administering and investing their public-sponsored savings plans. The company's digital interface provides user-friendly features such as personalized gifting pages and a linked prepaid card to offer end-to-end plan management solutions including custody, record-keeping, bedrock systems and service support, thereby encouraging people to build their savings for college, disability-related expenses and retirement.
Contact Information
Website
go.vestwell.comCorporate Office
- 240 Greenwich Street
- New York, NY 10286
- United States
Corporate Office
- 240 Greenwich Street
- New York, NY 10286
- United States
Vestwell State Savings Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Vestwell State Savings Former Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
Vestwell State Savings FAQs
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When was Vestwell State Savings founded?
Vestwell State Savings was founded in 2017.
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Where is Vestwell State Savings headquartered?
Vestwell State Savings is headquartered in New York, NY.
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What industry is Vestwell State Savings in?
Vestwell State Savings’s primary industry is Financial Software.
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Is Vestwell State Savings a private or public company?
Vestwell State Savings is a Private company.
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What is Vestwell State Savings’s current revenue?
The current revenue for Vestwell State Savings is .
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Who are Vestwell State Savings’s investors?
Bank of New York Mellon has invested in Vestwell State Savings.
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When was Vestwell State Savings acquired?
Vestwell State Savings was acquired on 01-Jan-2022.
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Who acquired Vestwell State Savings?
Vestwell State Savings was acquired by Vestwell.
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